Requisitions

11 articles

About Transaction Requisitions

Requisitions (pick tickets) are requests for inventory from any stocking location. This feature is used to view, approve, close or cancel requisitions generated using Create Requisition in advance of the date when…

Updated by Cheryl Wallace

General tab for Requisitions

The General tab is the default tab for Requisitions. It displays the identifying information and state of the requisition (pick ticket). Use this tab to find or create a requisition....

Updated by Cheryl Wallace

Details tab for Requisitions

The Details tab of the Requisitions page allows you to add, remove or close individual parts on open, unapproved and unpicked requisitions (pick tickets).

Updated by Cheryl Wallace

Approvals tab for Requisitions

When an approval process has been defined for requisitions (pick ticket), the Approvals tab is displayed if either the Ready To Approve? box on the General tab is checked or if the requisition document is approved…

Updated by Cheryl Wallace

Substitutions tab for Requisitions

Substitutions tab of the Requisitions page displays the details of transactions generated for substituted parts when the requisition (pick ticket) is picked.

Updated by Cheryl Wallace

Transaction Details tab for Requisitions

The Transaction Details tab on the Requisitions page displays the details of all transactions generated when the requisition (pick ticket) is picked. Multiple transaction numbers are possible if the requisition was not fully picked at one time.

Updated by Cheryl Wallace

Looking up a Requisition

Click Transactions in the left side menu bar and then click Requisitions. Enter any known information about the requisition (pick ticket) as a pre-filter. Click on the edit tool bar. If only one requisition matche…

Updated by Cheryl Wallace

Editing a Requisition

Add or delete parts, or change the quantity required, or any other information before the transaction requisition (pick ticket) is approved. Once a requisition is approved, cancelled, or closed, the Part Numbers and Quantity cannot be changed.

Updated by Cheryl Wallace

Canceling a Requisition

A transaction requisition (pick ticket) can be cancelled at any point prior to being fully picked. Any transactions created prior to the cancellation will not be affected. Look up the requisition to cancel under T…

Updated by Cheryl Wallace

Deleting a Requisition

A transaction requisition (pick ticket) can be deleted only prior to being set to Ready to Approve or if currently set to Ready to Approve. If a transaction requisition has been approved or partially picked, cance…

Updated by Cheryl Wallace

Approving a Requisition

If an approval process has not been defined for transaction requisitions, any requisition (pick ticket) set to Ready to Approve and saved will automatically be Approved. If approval processes are defined…

Updated by Cheryl Wallace